Gary Hoffmann Email & Phone Number

Philadelphia, PA, US

Collegeville PA 19426

• Collaborating with clients one on one to implement data onto Eagle accounting system and new Vault application. Guaranteeing an exceptional user experience while creating additional revenue streams for both client and.
• Serving as a subject matter expert within the newly developed Vault application. Developing SQL rules in tandem with Snowflake to satisfy reporting needs. Eliminating additional costs associated with the Eagle platform.
• Develop highly detailed specifications for a client implementation. Writing complex code within the Integrated Work Studio environment of Eagle, satisfying clients’ needs and ensuring a successful implementation.
• Creating user documentation and training full teams on new procedures and troubleshooting issues. This allows the client to resolve many issues on their own, saving both time and money.

• Leading multiple teams while using award winning Accounting Analysis and Reporting software for Single and Multi-Family offices, Fund Administrators, Hedge Funds and Private Equity firms.
• Creating new Business Requirement Documentation to ensure Implementations were consistent, efficient, and repeatable. Significantly improving on hitting budget goals and client satisfaction.
• Managing multiple implementations simultaneously to completion with 100% client satisfaction.
• Utilizing Jira and performing Scrum Master duties to ensure tasks and cost remained on track.

Malvern, Pennsylvania

• Collaborated closely with steering committees during the FFS2020 project that moved all accounting responsibilities from in-house to multiple outside sources.
• Built and oversaw multiple Playbooks, ensuring timely completion of all tasks.
• Under an Agile methodology, collaborated with the development teams to plan project sprints.
• Work directly with Milestone to ensure the pControl software reconciled 100% to current data.

King Of Prussia, Pennsylvania, United States

• Sole liaison between one of BNY Mellon’s largest clients, Prudential, and internal accounting departments. Creating, evaluating, and troubleshooting all reporting deliverables and jobs involving incoming data.
• Support all technology projects as defined by Business Support by utilizing Agile and Waterfall methodologies.
• Review and approve project documentation. Attain business/user input and create business and functional requirements (BRD & FRS). Perform/coordinate and sign off on user acceptance testing (UAT). Leading to 100%.
• Focused on process improvements, productivity enhancements, cost reduction and efficiency gains. Saving money for the client and BNY Mellon on duplicate reporting and transmissions is no longer required. This led to an.

King Of Prussia PA

• Hire, train, and mentor a staff of 9 system specialists tasked to implement new clients ABOR accounting data onto BNY Mellon’s accounting system.
• Audit all client’s current day reports and ensure all required updates are corrected by the client prior to beginning of implementation.
• With collaboration with Senior Executive from external companies, use Waterfall methodologies to create a detailed Playbook.
• Creating and utilizing new reconciliation tools, saving hundreds of thousands of dollars in man hours for both BNY Mellon and external client.